A.R.T. Advisors’s Ameriprise Financial AMP Stock Holding History

A.R.T. Advisors’s Portfolio AMP Stock Details AMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,200	Closed	-$1.7M	–	92
2019 Q4	$1.7M	Sell	10,200 -8,500	-45%	-$1.32M	0.08%	360
2019 Q3	$2.75M	Sell	18,700 -1,400	-7%	-$196K	0.14%	181
2019 Q2	$2.92M	Buy	20,100 +7,000	+53%	+$1.01M	0.17%	151
2019 Q1	$1.68M	Sell	13,100 -20,100	-61%	-$2.49M	0.1%	298
2018 Q4	$3.46M	Buy	+33,200	New	+$4.17M	0.22%	92
2018 Q3	–	Sell	-57,400	Closed	-$8.03M	–	1376
2018 Q2	$8.03M	Buy	57,400 +5,900	+11%	+$836K	0.33%	48
2018 Q1	$7.63M	Buy	+51,500	New	+$8.4M	0.31%	43
2017 Q1	–	Sell	-62,600	Closed	-$6.94M	–	1406
2016 Q4	$6.94M	Buy	62,600 +57,500	+1,127%	+$6.07M	0.41%	23
2016 Q3	$508K	Buy	+5,100	New	+$494K	0.16%	201
2016 Q2	–	Sell	-25,304	Closed	-$2.38M	–	1340
2016 Q1	$2.38M	Buy	25,304 +22,400	+771%	+$2.01M	0.11%	273
2015 Q4	$309K	Sell	2,904 -23,386	-89%	-$2.61M	0.01%	1043
2015 Q3	$2.87M	Sell	26,290 -22,447	-46%	-$2.65M	0.11%	260
2015 Q2	$6.09M	Buy	48,737 +34,971	+254%	+$4.46M	0.2%	112
2015 Q1	$1.8M	Buy	+13,766	New	+$1.81M	0.06%	429

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return